Update Word Document Activity in WF

asked on July 21, 2016 • Show version history

Dears,

I have a Database which contains the customer name, the amount and other related information. I can make a workflow which can generate one word document per each customer following the predefined layout that I have( Suppose I have Name in the first Line, Amount in the second Line and other information into the other lines).

How can I dynamically generate one word document which contains all of them. I mean that each record should be a paragraph in the word document instead of having each paragraph a separate document,

so if i have 500 records in the DB, then I should get one word document with 500 paragraphs, all have same layout.

Thanks,

Dory

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replied on July 21, 2016

You can use the Table Merge feature. See this white paper on the configuration of the activity. See this thread for an example. ("Table merge" is slightly misleading because it refers more to the original structure of the data and how you mark it up in the Word document. It does not mean the end results needs to look like a table.)

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View 1 previous reply

replied on July 27, 2016

Dear Miruna,

when using the "table field merge" we don't get the needed result.

we want to extract from the DB all the data and update the word document from a template which is not in form of a table as shown in the template.jpg and the data from excel as shown in excel.jpg .

is it possible to dynamically fill the document using the "Update word document" activity from workflow using this template ?

Thanks,

Maher

template.jpg (91.5 KB)

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excel.jpg (118.62 KB)

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replied on July 27, 2016

Yes, that looks like a scenario that is expected to work. But, I'm sorry, there isn't enough information to troubleshoot. Your screenshots don't show the merge field definitions, or the workflow. If you think you have those set up correctly but Workflow does not work as expected, I would recommend opening up a support case.

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replied on July 28, 2016

Dear Miruna,

i followed your advice from this post (https://answers.laserfiche.com/questions/90221/Update-Word-Document#98869)

and i realized that i don't get the desired Format that would look like this

and by using the method u talked about i get this error from workflow:

but i made it work using an invisible table (no borders) where in it i put the merge fields .as follows:

My question is : is there any other way that my workflow can do this without going into all these turn arounds and get the same results ? and the same format and dynamically fill update the word document from the dataBase ?

Thanks,

Maher.

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replied on August 1, 2016

Like I said above, you don't have to use a table. But if you are going to use a table, then you can't put multiple columns in the same cell.

Table.docx (11.59 KB)

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Update Word Document Activity in WF

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